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Our Services

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Personal Services

Personal Financial Planning
Life Insurance
Critical Illness Protection
Disability Protection
Estate Planning
Wills and Powers of Attorney
Income Tax Preparation
Asset Consolidation Service
Individual Health Insurance
First Time Home Buyers Plans

Investments

​​​RRSP (Registered Retirement Savings Plan)
RRIF (Registered Retirement Income Fund)
RESP (Registered Education Savings Plan)
LIRA (Locked-in Retirement Account)
LIF (Life Income Fund)
TFSA (Tax Free Savings Account) 
RESP (Registered Education Savings Plan)
RDSP (Registered Disability Savings Plan)
Segregated Funds
GIC (Guaranteed Investment Certificate)
Guaranteed Lifetime Income

Corporate Services

Buy/Sell Agreement Funding
Creditor and Collateral Protection
Overhead Expense Protection
Key Person Life and Disability Protection
Payroll Deduction Investments
Split Dollar Agreements
"On Site" Retirement Planning Services

Employee Benefits

Group Benefits Programs (Drug, Dental, Long Term Disability, CI)
Out of Province Coverage
Health Spending Accounts
"Early Buyout" Investment Plans
Group RRSP